Authority and Profile Management

Create and Maintain an IFG Profile

• This course covers how to create and update or change (maintain) an Investment Fund Group profile.

• Pre-requisite: Create and Maintain an Investment Fund Profile​
• Audience: Filers
• Runtime: 13 mins.
• Course Code: PRO-07

Request Authority Over a Profile

• This course covers how to request authority over a profile for which you do not currently have authority.

• Pre-requisite: Create and Maintain a Company Profile​ or Create and Maintain an IFG Profile​
• Audience: Filers
• Runtime: 13 mins.
• Course Code: PRO-09

Request, Approve or Grant Authority Over an Existing Filing

• This course covers how to request and approve authority over an existing filing for which you do not currently have authority, or for a filer to grant authority to a filing agent over an existing filing.

• Pre-requisite: Request Authority Over a Profile
• Audience: Filers
• Runtime: 10 mins.
• Course Code: PRO-10

Request and Confirm a Transfer of an IF or IFG​

• This course covers how to request and confirm the transfer of an Investment fund or Investment fund group​

• Pre-requisite: Create and Maintain an Investment Fund Profile​ or Create and Maintain an IFG Profile​
• Audience: Filers
• Runtime: 10 mins.
• Course Code: PRO-12​

View, Modify or Revoke Authority over a Profile

• This course covers how to view, modify and revoke authority over a profile.​

• Pre-requisite: Request, Approve or Grant Authority Over an Existing Filing
• Audience: Filers
• Runtime: 10 mins.
• Course Code: PRO-13

View or Revoke Authority Over an Existing Filing.

• This course covers how to view and revoke authority over an existing filing.

• Pre-requisite: View, Modify or Revoke Authority over a Profile
• Audience: Filers
• Runtime: 6 mins.
• Course Code: PRO-14